Overview
Assets Under Management: $134 million
High-Net-Worth Clients: 5
Average Client Assets: $26 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.92
Average High-Net-Worth Client Assets: $26 million
Total Client Accounts: 38
Discretionary Accounts: 38
Regulatory Filings
CRD Number: 328239
Last Filing Date: 2025-01-16 00:00:00
Website: https://www.linkedin.com/in/ray-di-filippo-6675804